Plan Snapshot
- Plan Sponsor: Jvckenwood Usa Corporation
- Sponsor EIN: 952948901
- Sponsor Address: 4001 WORSHAM AVENUE, LONG BEACH, CA, 90808
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $64.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 146 | $64.7M | $460,240 | $1.5M |
| 2023 | 146 | $67.4M | $457,432 | $1.4M |
| 2022 | 161 | $64.0M | $459,030 | $1.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | $57,000 | — | $57,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,000
- Estimated Expense Ratio: 0.088% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $171,887 | $33,716 | $12,172 | $57,000 | — |
| 2023 | $67,126 | $16,091 | $50,760 | — | — |
| 2022 | $115,777 | $51,000 | $64,527 | — | — |